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#Murata’s ¥1 trillion expansion will not reach full capacity until FY2028, leaving any supply gains in 2027 dependent on existing facilities. #Trend...
What happened
TrendForce estimates that Murata's ¥1 trillion expansion will not reach full capacity until FY2028, leaving any supply gains in 2027 dependent on existing facilities; the company's capacity will grow by only around 10% annually—insufficient to keep pace with AI-driven demand—meaning the high-end MLCC shortage is likely to persist throughout 2027. Per Nikkei Asia (Oct 30), Murata will invest $6.3bn in capacitor production for AI over 5 years. The expansion remains planned, and the full-capacity timing and supply growth figures are estimates, not achieved results.
Impact and signal
Medium impactImpact score: 62/100
Affected components and suppliers
high-end MLCC
MLCCMuratacapacity_expansionAI demandshortageFY2028
Source and time
Source: TrendForce Official (Market Data) · 11/2/2026 · View original source
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